Your AI, holding a licence to your CRM.

A customisable MCP server you build to your own shape. Point Claude or any MCP client at it, authenticate with a licensed seat, and the work lands on the record — without anyone opening the CRM.

See it connected live Read the docs

AT A GLANCE

What it isan MCP server

Who operates ityour own AI

Pricing tierHybrid

RequiresAll-in-One CRM

See pricing →

Four steps, then your AI is on the record.

No new data store, no export, no sync job. The connector is a door onto the record you already have.

01Build the serverCreate an MCP server inside Vettrix and choose exactly which actions it exposes. Start from a template or define your own tools.

02Connect the clientPoint Claude — or any AI application that speaks MCP — at the server. Nothing to install on your side of the CRM.

03Authenticate as a seatIt signs in with a licensed seat's credentials, so it can do what that person can do — and nothing more. Revoke the seat, revoke the AI.

04Work, and leave a trailEvery read and write lands on the record with the AI named as the author, next to the humans who wrote the rest.

WHAT YOU CAN EXPOSE

Examples — you choose the set, and you can write your own.

search recordscreate quoteupdate orderopen ticketlog activityread invoicelist candidates…or your own

WHY TEAMS TURN IT ON

The people who hate CRMs stop being asked to use one. They ask their assistant for the answer, and the record still gets written.

PERMISSIONS AND AUDIT

A seat, not a backdoor. The AI holds licensed credentials, so your existing roles and record-level rules apply unchanged.

Scoped to the actions you chose. If the server doesn't expose it, no prompt can talk the AI into doing it.

Named in the history. Every write is attributed, so you can always see what the AI did and undo it.

Revocable in one click. Disable the seat and the connection dies with it.

Walk through the permission model →

Who actually uses this.

OWNERS & DIRECTORS

"Which orders slipped this week?"

Ask the assistant they already have open, get the answer off the live record — no dashboard to learn.

FIELD & OPS

Update the ticket by chat

Engineers who will never open a CRM tab can still leave the record correct at the end of a visit.

YOUR DEVELOPERS

Ship an internal tool in a day

Expose a handful of actions, point an agent at them, and skip building yet another integration layer.

“Quote to invoice was four documents and two people. It's one record now, and the numbers agree.”

Director
Sri Traders · wholesale

GOOD TO KNOW

ProtocolMCP

ClientsClaude, or any MCP client

Authlicensed seat credentials

Data movementnone — reads the live record

Custom toolsyes, build your own

Bring your AI to the demo.

We'll stand up a connector on your data and let your own AI client work a real record while you watch.

Book a demo Start free trial